-78.3%
RGTZ vs SPY
+15.3%
-93.6%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -3.4% |
| 7D | +3.8% | +0.1% | +3.7% | +4.9% |
| 30D | +1.1% | +0.1% | +1.1% | +5.1% |
| 3M | +17.4% | +2.0% | +15.4% | +67.3% |
| 6M | -81.7% | +13.0% | -94.8% | -34.8% |
| YTD | -83.6% | +13.5% | -97.2% | -32.4% |
| All | -78.3% | +15.3% | -93.6% | +28.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SPY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling